Home › Asset managers › Compare 2024-2025 › State Street vs Charles Schwab
State Street 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 16,158 | 14,871 | 1,200 | 87 | 92.5% | 92.3% |
| Board proposals | 15,115 | 14,035 | 1,007 | 73 | 93.3% | 93.1% |
| E&S shareholder proposals | 234 | 217 | 16 | 1 | 93.1% | 93.1% |
| Other items | 809 | 619 | 177 | 13 | 77.8% | 77.6% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,080 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | State Street | Charles Schwab |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | May 15, 2025 | To approve the Amended and Restated Equity Incentive Compensation Plan Compensation |
Board | For | AGAINST 23 funds |
FOR 15 funds |
| MP MATERIALS CORP. | June 10, 2025 | Advisory vote to approve compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| MYERS INDU | April 24, 2025 | Election of Directors: JEFFREY KRAMER Director Elections |
Board | Not determined | AGAINST 3 funds |
FOR 7 funds |
| NABORS INDUSTRIES LTD. | June 3, 2025 | Approval, on a non-binding, advisory basis, of the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 7 funds |
| NACCO INDUSTRIES INC. | May 14, 2025 | Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| NAPCO SECURITY TECHNOLOGIES INC. | December 12, 2024 | Election of Directors: Donna Soloway Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| NAPCO SECURITY TECHNOLOGIES INC. | December 12, 2024 | Election of Directors: Rick Lazio Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| NATERA INC. | June 12, 2025 | To approve an amendment to Natera's Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 10 funds |
| NATIONAL BEVERAGE CORP. | October 4, 2024 | Election of Directors: Joseph G. Caporella Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 10 funds |
| NATIONAL RESEARCH CORP. | May 7, 2025 | APPROVAL OF THE 2025 OMNIBUS INCENTIVE PLAN. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| NATIONAL STORAGE AFFILIATES TRUST | May 12, 2025 | The election of eleven trustees to serve on the Board of Trustees: Warren W. Allan Director Elections |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| NAVIENT CORP. | June 5, 2025 | Approve, in a non-binding advisory vote, the compensation paid to Navient-named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 10 funds |
| NCR VOYIX CORP. | June 6, 2025 | Election of Directors: Catherine L. Burke Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| NCR VOYIX CORP. | June 6, 2025 | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| NEKTAR THERAPEUTICS | May 23, 2025 | Election of Directors: Diana Brainard Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| NEKTAR THERAPEUTICS | May 23, 2025 | Election of Directors: R. Scott Greer Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| NEKTAR THERAPEUTICS | May 23, 2025 | To approve an amendment to our Amended and Restated 2017 Performance Incentive Plan to increase the aggregate number of shares of common stock authorized for issuance under the plan by 6,000,000 shares. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| NEKTAR THERAPEUTICS | May 23, 2025 | To approve an amendment to our Certificate of Incorporation to increase the number of authorized shares of our common stock from 300,000,000 shares to 390,000,000 shares. Capital Structure |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| NELNET INC. | May 15, 2025 | Election of three Class II directors for three-year terms: Matthew W. Dunlap Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| NEOGEN CORP. | October 24, 2024 | To Approve, On An Advisory Basis, The Compensation of Named Executive Officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| NETGEAR INC. | May 29, 2025 | Proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our Named Executive Officers in the Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| NEUROGENE INC. | June 12, 2025 | To approve an amendment to our 2023 Employee Stock Purchase Plan to clarify that the number of outstanding shares of common stock used to calculate the automatic share reserve increase includes shares issuable on exercise of prefunded warrants and conversion of preferred stock. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| NEVRO CORP. | April 2, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to Nevro's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| NEWELL BRANDS INC. | May 8, 2025 | Election of Directors: Patrick D. Campbell Director Elections |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| NEWMARKET | April 24, 2025 | Election of Directors: James E. Rogers Director Elections |
Board | Not determined | AGAINST 14 funds |
FOR 10 funds |
| NIAGEN BIOSCIENCE INC. | June 24, 2025 | Approval of amendment to the Company's 2017 Equity Incentive Plan to increase the number of shares available for issuance by 4.75 million shares of common stock Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| NIAGEN BIOSCIENCE INC. | June 24, 2025 | Election of Directors: Kristin Patrick Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| NIAGEN BIOSCIENCE INC. | June 24, 2025 | Election of Directors: Steven Rubin Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| NORWEGIAN CRUISE LINE HOLDINGS LTD. | June 12, 2025 | Election of Class III Directors: Harry C. Curtis Director Elections |
Board | For | AGAINST 16 funds |
FOR 12 funds |
| NUVALENT INC. | June 18, 2025 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| NUVATION BIO INC. | September 3, 2024 | To approve conversion of the Company's Series A Non-Voting Convertible Preferred Stock to the Company's Class A Common Stock. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| NVENT ELECTRIC PLC | May 16, 2025 | By Separate Resolutions, Election of Director Nominees: Michael L. Ducker Director Elections |
Board | For | AGAINST 11 funds |
FOR 13 funds |
| NVIDIA CORP. | June 25, 2025 | Election of Directors: Aarti Shah Director Elections |
Board | For | FOR 33 funds |
AGAINST 16 funds |
| NVR INC. | May 6, 2025 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| NVR INC. | May 6, 2025 | Election of Directors: C. E. Andrews Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| O'REILLY AUTOMOTIVE INC. | May 15, 2025 | Election of Director Nominees: Dana M. Perlman Director Elections |
Board | For | AGAINST 25 funds |
FOR 14 funds |
| OCEANEERING INTERNATIONAL INC. | May 9, 2025 | Election of Directors: M. Kevin McEvoy Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 8 funds |
| OCULAR THERAPEUTIX INC. | June 11, 2025 | To approve an advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| OCULAR THERAPEUTIX INC. | June 11, 2025 | To approve an amendment to the Ocular Therapeutix, Inc. 2021 Stock Incentive Plan, as amended, to increase the number of shares of common stock issuable thereunder by 8,750,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| OLD REPUBLIC INTERNATIONAL CORP. | May 22, 2025 | Election of Class 2 Directors: Lisa J. Caldwell Director Elections |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| OMNIAB INC. | June 17, 2025 | Election of Directors: John Higgins Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| ONESPAN INC. | June 6, 2025 | To elect seven directors to serve on the Board of Directors: Marianne Johnson Director Elections |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ONESPAWORLD HOLDINGS LTD. | June 9, 2025 | Election of Directors: Glenn J. Fusfield Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 5 funds |
| ONEWATER MARINE INC. | February 20, 2025 | Election of Directors: Christopher W. Bodine Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| OPTIMIZERX CORP. | June 11, 2025 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| ORANGE COUNTY BANCORP INC. | May 20, 2025 | Election of Directors: Kevin Keane (three-year term) Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| ORASURE TECHNOLOGIES INC. | May 14, 2025 | Approval of Amendment and Restatement of the Company's Stock Award Plan to Increase the Shares Authorized for Issuance Thereunder. Compensation |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| ORCHESTRA BIOMED HOLDINGS INC. | June 24, 2025 | Election of Class II Directors: Pamela Connealy Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| OTIS WORLDWIDE CORP. | May 15, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 28 funds |
AGAINST 15 funds |
| OUTFRONT MEDIA INC. | June 3, 2025 | Election of Director Nominees: Susan M. Tolson Director Elections |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| OUTLOOK THERAPEUTICS INC. | March 11, 2025 | To approve the amendment of Outlook Therapeutics, Inc.'s Restated Certificate of Incorporation, or the Restated Certificate, to increase the total number of shares of our common stock authorized for issuance from 60,000,000 shares to 260,000,000 shares. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Edwin J. Lukas Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Frederick P. Calderone Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | To approve an increase in the number of authorized shares of common stock from 50,000,000 to 100,000,000 in the proposed Nevada Articles of Incorporation (Implementation of this Proposal 4 is conditioned upon the approval of Proposal 3). Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| P10 INC. | June 12, 2025 | Election of Class I Directors: Edwin Poston Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| P10 INC. | June 12, 2025 | Election of Class I Directors: Scott Gwilliam Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| PACCAR INC. | April 29, 2025 | Election of director nominees to serve for one-year terms: Mark A. Schulz Director Elections |
Board | For | AGAINST 24 funds |
FOR 12 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| PACIRA BIOSCIENCES INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Cheryl K. Beebe Director Elections |
Board | For | AGAINST 24 funds |
FOR 15 funds |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Roger B. Porter Director Elections |
Board | For | AGAINST 24 funds |
FOR 15 funds |
| PACKAGING CORPORATION OF AMERICA | May 7, 2025 | Election of Directors: Samuel M. Mencoff Director Elections |
Board | For | AGAINST 24 funds |
FOR 15 funds |
| PAGAYA TEC | December 11, 2024 | To approve the calculation framework for the annual bonuses for the Company's executive officers who are also directors. of the Company. Compensation |
Board | Not determined | FOR 4 funds |
AGAINST 1 fund |
| PAGAYA TECHNOLOGIES LTD. | June 9, 2025 | To approve the calculation framework for the annual bonuses for the Company's executive officers who are also directors of the Company. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| PAGERDUTY INC. | June 26, 2025 | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Nir Zuk Director Elections |
Board | For | AGAINST 23 funds |
FOR 14 funds |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Right Honorable Sir John Key Director Elections |
Board | For | FOR 23 funds |
AGAINST 14 funds |
| PALO ALTO NETWORKS INC. | December 10, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 32 funds |
AGAINST 16 funds |
| PALVELLA THERAPEUTICS INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| PAMT CORP | May 8, 2025 | Election of Directors: Edwin J. Lukas Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PAMT CORP | May 8, 2025 | Election of Directors: Frederick P. Calderone Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PAMT CORP | May 8, 2025 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PANGAEA LOGISTICS SOLUTIONS LTD. | May 8, 2025 | Election of Class II Directors: Carl Claus Boggild Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| PAPA JOHN'S INTERNATIONAL INC. | May 1, 2025 | Approval of the First Amendment to the Papa John's International, Inc. 2018 Omnibus Incentive Plan to increase the amount of shares reserved for issuance by 4,900,000 shares. Compensation |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Non-binding advisory vote to approve the compensation of the Company's Named Executive Officers ("Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| PARAGON 28 INC. | April 17, 2025 | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 9 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Greg Wright Director Elections |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Paula Sutter Director Elections |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| PARK AEROSPACE CORP. | July 18, 2024 | Election of Directors: Dale Blanchfield Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| PARK AEROSPACE CORP. | July 18, 2024 | Election of Directors: Steven T. Warshaw Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: Edward F. Crawford Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: Steven H. Rosen Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| PATTERSON- | June 5, 2025 | Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers. Say-on-Pay |
Board | Not determined | FOR 17 funds |
AGAINST 10 funds |
| PAYCHEX INC. | October 10, 2024 | Election of Directors: Pamela A. Joseph Director Elections |
Board | For | AGAINST 24 funds |
FOR 15 funds |
| PAYCOM SOFTWARE INC. | May 5, 2025 | Election of Class III Directors: Henry C. Duques Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| PBF ENERGY INC. | April 29, 2025 | Election of Directors: Spencer Abraham Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| PEGASYSTEMS INC. | June 17, 2025 | To approve an amendment to our Restated Articles of Organization. Capital Structure |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| PELOTON INTERACTIVE INC. | December 3, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| PENNANT GROUP INC. | May 16, 2025 | Approval of Amended and Restated Pennant Group, Inc. 2019 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Greg Smith Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: H. Brian Thompson Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 12 funds |
| PERPETUA RESOURCES CORP. | May 15, 2025 | Election of Directors: Marcelo Kim Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| PETIQ INC. | October 22, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by PetIQ, Inc. to its named executive officers in connection with the merger agreement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| PFIZER INC. | April 24, 2025 | 2025 advisory approval of executive compensation Say-on-Pay |
Board | For | FOR 33 funds |
AGAINST 16 funds |
| PHATHOM PHARMACEUTICALS INC. | June 3, 2025 | To approve the compensation of the named executive officers on a non-binding advisory basis ("say-on-pay"). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| PHIBRO ANIMAL HEALTH CORP. | November 5, 2024 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2025. Audit-related |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| PHILIP MORRIS INTERNATIONAL INC. | May 7, 2025 | Election of Directors: Kalpana Morparia Director Elections |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| PIEDMONT OFFICE REALTY TRUST INC. | May 15, 2025 | Election of Directors: Barbara B. Lang Director Elections |
Board | For | AGAINST 5 funds |
FOR 10 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.